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Elser Financial Planning’s Air Products & Chemicals APD Stock Holding History

Elser Financial Planning’s Portfolio APD Stock Details APD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,093
Closed -$590K – 70
2025
Q2 		$590K Sell
2,093
-218
-9% -$59.6K 0.74% 27
2025
Q1 		$682K Sell
2,311
-101
-4% -$31.1K 0.94% 23
2024
Q4 		$700K Sell
2,412
-179
-7% -$56.2K 0.04% 50
2024
Q3 		$771K Sell
2,591
-282
-10% -$77.1K 1.12% 20
2024
Q2 		$741K Buy
+2,873
New +$729K 0.12% 40

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Elser Financial Planning's APD Position: Q3 2025 in Review

Elser Financial Planning sold out of Air Products & Chemicals (APD) in Q3 2025, closing a stake of 2,093 shares — an estimated $590K sold.

Elser Financial Planning first reported a position in APD in Q2 2024 and held it in 5 quarters. The position peaked at $771K in Q3 2024. 1,707 funds tracked by Wall St. Rank hold APD as of Q3 2025.

  • Elser Financial Planning reported no remaining Air Products & Chemicals position as of Q3 2025 after selling out during the quarter.
  • Elser Financial Planning sold 2,093 Air Products & Chemicals shares in Q3 2025, an estimated $590K.
  • Elser Financial Planning first reported a position in Air Products & Chemicals in Q2 2024 and held it in 5 quarters.
  • Elser Financial Planning's Air Products & Chemicals position peaked at $771K in Q3 2024.
  • 1,707 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2025.

Based on Elser Financial Planning's 13F filing for Q3 2025, filed 24 Oct 2025.